PCFIX vs. VOO
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFIX) and Vanguard S&P 500 ETF (VOO).
PCFIX is managed by PIMCO. It was launched on Sep 30, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCFIX or VOO.
Correlation
The correlation between PCFIX and VOO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PCFIX vs. VOO - Performance Comparison
Key characteristics
PCFIX:
0.07
VOO:
0.54
PCFIX:
0.27
VOO:
0.88
PCFIX:
1.04
VOO:
1.13
PCFIX:
0.03
VOO:
0.55
PCFIX:
0.23
VOO:
2.27
PCFIX:
7.41%
VOO:
4.55%
PCFIX:
23.53%
VOO:
19.19%
PCFIX:
-69.81%
VOO:
-33.99%
PCFIX:
-56.37%
VOO:
-9.90%
Returns By Period
In the year-to-date period, PCFIX achieves a -11.62% return, which is significantly lower than VOO's -5.74% return. Over the past 10 years, PCFIX has underperformed VOO with an annualized return of -5.76%, while VOO has yielded a comparatively higher 12.24% annualized return.
PCFIX
-11.62%
-4.79%
-7.59%
1.88%
-4.30%
-5.76%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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PCFIX vs. VOO - Expense Ratio Comparison
PCFIX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PCFIX vs. VOO — Risk-Adjusted Performance Rank
PCFIX
VOO
PCFIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFIX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PCFIX vs. VOO - Dividend Comparison
PCFIX's dividend yield for the trailing twelve months is around 8.25%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFIX PIMCO RAE PLUS Small Fund | 8.25% | 7.88% | 2.12% | 6.45% | 56.18% | 4.50% | 0.66% | 3.19% | 2.33% | 0.00% | 6.63% | 1.59% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PCFIX vs. VOO - Drawdown Comparison
The maximum PCFIX drawdown since its inception was -69.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PCFIX and VOO. For additional features, visit the drawdowns tool.
Volatility
PCFIX vs. VOO - Volatility Comparison
PIMCO RAE PLUS Small Fund (PCFIX) has a higher volatility of 14.92% compared to Vanguard S&P 500 ETF (VOO) at 13.96%. This indicates that PCFIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.